Gift Planning
Welcome! We are pleased that you are interested in learning about the many benefits of charitable gift planning. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of the Arts and Education Council Gift Planning Team will be very pleased to help you.
Sale and Unitrust
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes....MORE
Gift Tax Surprise
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do you mean that if I give this land to my children,...MORE
Identity Theft Takes $11 Billion From IRS
At a May 8 Congressional hearing, Treasury Inspector General for Tax Administration (TIGTA) Russell George testified on the rapid growth of identity theft and tax refund fraud. TIGTA produced a major report on May 3,...MORE